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Fragasso Financial Advisors Inc: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fragasso Financial Advisors Inc on IVV, newest first. How the timeline and the estimate are built.

Fragasso Financial Advisors Inc held 430,546 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 430,546 shares
    Change vs previous 13F +3,995 shares

    16.95% of the 13F portfolio, value $336,674,409.

    13F-HR 0001613331-26-000005 filed by Fragasso Financial Advisors Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 426,551 shares
    Change vs previous 13F +1,171 shares

    17.07% of the 13F portfolio, value $319,439,623.

    13F-HR 0001613331-26-000004 filed by Fragasso Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 425,380 shares
    Change vs previous 13F -12,531 shares

    16.99% of the 13F portfolio, value $281,542,039.

    13F-HR 0001613331-26-000002 filed by Fragasso Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 437,911 shares
    Change vs previous 13F +10,781 shares

    18.16% of the 13F portfolio, value $299,942,640.

    13F-HR 0001613331-26-000001 filed by Fragasso Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 427,130 shares
    Change vs previous 13F +12,103 shares

    17.92% of the 13F portfolio, value $287,211,138.

    13F-HR 0001613331-25-000007 filed by Fragasso Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 415,027 shares
    Change vs previous 13F +6,284 shares

    17.38% of the 13F portfolio, value $257,690,296.

    13F-HR 0001613331-25-000004 filed by Fragasso Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 408,743 shares
    Change vs previous 13F -48,929 shares

    17.05% of the 13F portfolio, value $229,672,969.

    13F-HR 0001613331-25-000002 filed by Fragasso Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 457,672 shares
    Change vs previous 13F not available

    20.55% of the 13F portfolio, value $269,422,510.

    13F-HR 0001613331-25-000001 filed by Fragasso Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).